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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Advisory firms — LLCs, partnerships, and sole proprietors that households typically hire directly.
29,903 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| BENCHMARK PLUS MANAGEMENT CRD 127471 | Gig Harbor, WA | Advisory firm LLC | $767.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FLOWSTONE PARTNERS, LLC CRD 301768 | IL | Advisory firm LLC | $767.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| IRONWOOD CAPITAL ADVISORS LLC CRD 321642 | Avon, CT | Advisory firm LLC | $766.2M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| BENCHMARK FINANCIAL WEALTH ADVISORS LLC CRD 287966 | Boca Raton, FL | Advisory firm LLC | $766.1M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BLUE EDGE CAPITAL, LLC CRD 155613 | Richmond, VA | Advisory firm LLC | $765.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ORANGE INVESTMENT ADVISORS, LLC CRD 289406 | Winter Park, FL | Advisory firm LLC | $765.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTMENT PERFORMANCE SERVICES LLC CRD 105527 | Savannah, GA | Advisory firm LLC | $763.7M | 11 advisors | Fixed fees; PERCENTAGE OF ASSETS AS TO WHICH IPS PROVIDES INVESTMENT ADVICE | View | |
| STONECASTLE ADVISORS, LLC CRD 132495 | New York, NY | Advisory firm LLC | $763.4M | 1 advisors | COLLATERAL MANAGEMENT FEES | View | |
| TREMONT REALTY CAPITAL LLC CRD 283569 | Newton, MA | Advisory firm LLC | $763.3M | 18 advisors | Performance-based fees; A PERCENTAGE OF THE EQUITY OF A CLIENT | View | |
| JEPPSON WEALTH MANAGEMENT, LLC CRD 305552 | Manhattan Beach, CA | Advisory firm LLC | $763.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| PERENNIAL CRD 168859 | New York, NY | Advisory firm LLC | $761.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| OCEAN ENDOWMENT PARTNERS, LLC CRD 154518 | CA | Advisory firm LLC | $761.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STEMPOINT CAPITAL LP CRD 324248 | New York, NY | Advisory firm LP | $761.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SFG WEALTH MANAGEMENT CRD 285785 | Towson, MD | Advisory firm LLC | $760.2M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CYPRIUM PARTNERS CRD 160746 | Cleveland, OH | Advisory firm LLC | $760.2M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| INDEPENDENT FAMILY OFFICE, LLC CRD 144811 | Albany, NY | Advisory firm LLC | $760.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SAN LUIS WEALTH ADVISORS CRD 309506 | San Luis Obispo, CA | Advisory firm LLC | $760.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUGHES FINANCIAL SERVICES, LLC CRD 173195 | Herndon, VA | Advisory firm LLC | $759.8M | 6 advisors | Percentage of AUM | View | |
| STRONG TOWER ADVISORY SERVICES CRD 315106 | Minneapolis, MN | Advisory firm LLC | $759.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| US AGRICULTURE CRD 282576 | Carmel, IN | Advisory firm LLC | $759.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| HARVEST INVESTMENT SERVICES, LLC CRD 159390 | Oakbrook Terrace, IL | Advisory firm LLC | $758.4M | 28 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KLAAS FINANCIAL ASSET ADVISORS, LLC. CRD 121399 | Loves Park, IL | Advisory firm LLC | $758.1M | 13 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SHREWSBURY RIVER CAPITAL LP CRD 289785 | Red Bank, NJ | Advisory firm LP | $757.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PROSTAR CAPITAL (US) LLC CRD 166523 | Greenwich, CT | Advisory firm LLC | $757.4M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View |